Wednesday, December 7, 2016

Ad Hoc metrics can have auto-assessed green, yellow, or red statuses much like Scorecard metrics! An additional drop-down near the top of theEdit Ad Hoc Metricscreen lets you select how mature (strict) you want your metric to be.

Don't worry, you can enter your metrics exactly as easily as you are used to without any adjustment or learning. Not a single extra click or key-stroke is required! We positioned the newMaturitydrop-down at the top of theAd Hoc Metric Editscreen with the cursor in theDefinitionfield below it. If you want to use the new functionality for a specific metric, the drop-down is right there when you're ready for it:

Selecting Numeric maturity adds a Units field and requires all targets and actuals to be numbers (they are right-aligned to show this).

Selecting Auto-assessment allows the system to add color to your actual values when you enter them. Just like Scorecard metrics!

Auto-assessed metrics require you to set "what is better" and define how they are evaluated.

Plan View has not changed: metrics still show all the targets for the year.

Here's the Review View before the February review (click to expand image):

Let's update the review for February

Actual values for the metric are automatically colored according to their status! The over-all Review Status is still set manually by the person reviewing the strategy.

Tuesday, February 16, 2016

Spark Charts now use wavy lines instead of straight ones. Hover over any data point to see the exact Target and Actual values.

Click on any chart to see a bigger version that's easy to copy into a spreadsheet or presentation. Charts on paper printouts of metric PDF reports are curvy now too!

Pareto Charts now display vertical bars instead of horizontal ones.

The Tags, and Responsibilities screens now show the new charts by
default (like the Process Review screen). Choose Rolling 15 Months from the Show:
Metrics drop-down to see the raw data instead of a chart.

Sunday, November 1, 2015

This new page is like a health check-up for your planning process. It displays the following statistics about the selected plan:

ReviewsHas this plan been reviewed effectively?

AchievementsOver all, how well are we achieving this plan?

CreationHow well did we define what we planned to do?

Most of the numbers link to custom reports on the Plan Status screen that show exactly how the number was calculated. Only the Missing Owner numbers link to the Ownership Transfer screen. A Show Percentage control in the gray top-navigation toggles most fields from showing counts to showing percentages.

Tuesday, May 5, 2015

This report still shows a user's strategies, tactics, and Scorecard metrics on one screen, but now it shows a "review" perspective with the latest updates, start- and end-dates, and graphs:

This is the same format as the Tag report and includes the same control parameters so that you can customize the report to your liking. You can view other people's Responsibilities, but like the rest of the system, you only see items that are already visible to you. Use the up and down arrows to move between users alphabetically, or pick one from the drop-down with your mouse.

About PlanBase

PlanBase Hoshin strategy deployment software and PlanBase Scorecard dashboard software help organizations deliver on their strategic objectives and manage operational metrics efficiently and effectively. Our extensive experience allows your organization to benefit from leading edge practices integrated into our software, training, and consulting options. Contact us to schedule a live demonstration, sign up for a free trial, and find out how PlanBase can bring strategic alignment and performance improvement to your organization!